Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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Our Latest News

How does our UK pension system rank globally, and what does it mean for your clients?

January 19, 2021
A recent report ranks the UK pension system 15 out of 39 globally. What does that what for your clients’ retirement plans? And how can Boolers help? Read more

3 financial lessons we learned in 2020

January 19, 2021
After a tough year that saw restrictions placed on our liberty and a threat to our health, here are three financial lessons we can take from 2020. Read more

Why you should be careful if you own a cash-rich business in 2021

January 15, 2021
The government's Covid support packages might have helped make 2020 more manageable for your business. But be wary of heading into 2021 cash-rich Read more

5 financial new year’s resolutions for 2021

January 15, 2021
As we head into a new year, now is a great time to make some financial new year's resolutions. Here are five to consider, plus how to keep them. Read more

Meet the team
Independently owned and run

What is
Discretionary Investment Management?

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UPDATE

12 things to think about when you inherit money

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey